Friday, December 16, 2011

SharePoint 2010 Tip #6: Saving Document Templates in Library

If you are saving your Document Templates in a SharePoint library, don't forget to load the appropriate Content Type to that Library, otherwise your Document Template will be attached to the "Document" Content Type, which only has the "Title" metadata field.

If you don't, your Document Template will lose the association with your Content Type. When you create a new document using that Document Type, the Information Panel will not load your Content Type and any QuickPart you have configured will not work well.

The error will only be fixed once the user tries to save the Document to the Library, and only in the case you have mandatory fields in your Content Type, as SharePoint detects there are missing mandatory metadata fields and block you from saving.